Anic Equity¶
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Total return since start: 0.694 %¶
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Equity now: -----------------------------> 51740.72 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48541.66 Kr¶
PnL: ---------------------------------------> -545.91 Kr¶
DD now: ---------------------------------> -0.392 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-02-01 09:44:52.353525'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | -0.630000 | 3402.000000 | 222.000000 | 6.980000 | 3180.000006 |
| HMS Networks | 2 | 3.290000 | 804.000000 | 131.000000 | 19.470000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.790000 | 3559.460000 | 105.460000 | 3.050000 | 3453.999992 |
| HEBA B | 70 | 2.490000 | 2740.500000 | 104.500000 | 3.960000 | 2636.000010 |
| SAAB B | 8 | 0.470000 | 3432.800000 | 55.800000 | 1.650000 | 3377.000000 |
| Swedbank A | 3 | 1.950000 | 612.900000 | 48.900000 | 8.670000 | 564.000000 |
| MedCap | 2 | 0.650000 | 466.000000 | 45.000000 | 10.690000 | 421.000000 |
| Resurs Holding | 22 | 1.120000 | 618.200000 | 44.200000 | 7.700000 | 573.999998 |
| AcadeMedia | 12 | 1.100000 | 597.840000 | 40.840000 | 7.330000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 2.900000 | 390.900000 | 35.900000 | 10.110000 | 355.000000 |
| Norva24 Group | 16 | 0.000000 | 576.000000 | 33.000000 | 6.080000 | 543.000000 |
| OEM International B | 7 | 1.550000 | 550.900000 | 22.900000 | 4.340000 | 527.999997 |
| Intrum | 4 | 1.930000 | 549.800000 | 22.800000 | 4.330000 | 527.000000 |
| Eastnine | 4 | 2.080000 | 511.200000 | 20.200000 | 4.110000 | 491.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 572.250000 | 10.250000 | 1.820000 | 562.000005 |
| Securitas B | 6 | 1.380000 | 579.960000 | 9.960000 | 1.750000 | 570.000000 |
| Boozt | 12 | 1.990000 | 1663.200000 | 9.200000 | 0.560000 | 1653.999996 |
| Coor Service Management Hold. | 8 | 1.050000 | 539.600000 | 7.600000 | 1.430000 | 532.000000 |
| Corem Property Group B | 59 | 3.350000 | 582.630000 | 5.630000 | 0.980000 | 576.999999 |
| Karnov Group | 9 | 0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.970000 | 249.600000 | 3.600000 | 1.460000 | 246.000000 |
| Creaspac SPAC | 6 | 0.000000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Handelsbanken A | 5 | 0.000000 | 544.250000 | -1.750000 | -0.320000 | 546.000000 |
| Midsona B | 63 | 0.880000 | 580.230000 | -2.770000 | -0.480000 | 582.999984 |
| Sampo Oyj SDB | 7 | 0.640000 | 3846.500000 | -3.500000 | -0.090000 | 3850.000000 |
| CTEK | 13 | 2.760000 | 513.630000 | -20.370000 | -3.810000 | 533.999999 |
| International Petroleum Corp. | 5 | 0.000000 | 562.500000 | -32.070000 | -5.390000 | 594.565215 |
| Essity B | 2 | -1.320000 | 538.200000 | -35.800000 | -6.240000 | 574.000000 |
| Fasadgruppen Group | 38 | -1.460000 | 4104.000000 | -37.000000 | -0.890000 | 4140.999992 |
| Vivesto | 1368 | -0.200000 | 559.790000 | -53.210000 | -8.680000 | 612.999432 |
| Essity A | 4 | -1.100000 | 1080.000000 | -69.000000 | -6.010000 | 1149.000000 |
| Beijer Electronics Group | 27 | 0.180000 | 3007.800000 | -76.200000 | -2.470000 | 3083.999994 |
| OX2 | 22 | 4.290000 | 1845.800000 | -143.200000 | -7.200000 | 1989.000002 |
| Axfood | 15 | -3.980000 | 3873.000000 | -427.000000 | -9.930000 | 4300.000005 |
| Ovzon | 64 | -0.940000 | 3366.400000 | -629.600000 | -15.760000 | 3996.000000 |
| TOTAL | 48541.740000 | -545.830000 | -0.38903% | 49087.564636 |
Updated:¶
'2023-02-01 09:44:01.280451'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
